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Portfolio (Quarterly) Guide ↗
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Page 3 of 607  ·  12,132 filings
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Filed Fund / Institution Period Portfolio Value Holdings Filing
8/17/2026 General Catalyst Group Management, LLC Jun 2026 $189M 14 EDGAR ↗
8/17/2026 Triton Financial Group Inc Jun 2026 $174M 99 EDGAR ↗
8/17/2026 Lifetime Wealth Management P.C. Jun 2026 $171M 90 EDGAR ↗
8/17/2026 Balanced Rock Investment Advisors LLC Jun 2026 $160M 102 EDGAR ↗
8/17/2026 Papamarkou Wellner Asset Management inc. Jun 2026 $159M 75 EDGAR ↗
8/17/2026 Comprehensive Money Management Services LLC Jun 2026 $159M 200 EDGAR ↗
8/17/2026 Jacobs Equity LLC Jun 2026 $145M 121 EDGAR ↗
8/17/2026 Maxele Advisors, LLC Jun 2026 $143M 98 EDGAR ↗
8/17/2026 Parvin Asset Management, LLC Jun 2026 $127M 320 EDGAR ↗
8/17/2026 Wiser Advisor Group LLC Jun 2026 $91M 229 EDGAR ↗
8/17/2026 Hauser Brothers GmbH Jun 2026 $83M 4 EDGAR ↗
8/17/2026 Littlejohn & Co Llc Jun 2026 $79M 10 EDGAR ↗
8/17/2026 One68 Global Capital, LLC Jun 2026 $47M 55 EDGAR ↗
8/17/2026 EIG Asset Management, LLC Jun 2026 $1 2 EDGAR ↗
8/17/2026 Council Ring Capital, LLC Jun 2026 $1 1 EDGAR ↗
8/14/2026 AIMZ Investment Advisors, LLC Jun 2026 $363.5B 153 EDGAR ↗
8/14/2026 Berkshire Hathaway Inc Jun 2026 $299.3B 89 EDGAR ↗
8/14/2026 Aqr Capital Management Llc Jun 2026 $286.8B 21,077 EDGAR ↗
8/14/2026 Millennium Management Llc Jun 2026 $276.3B 5,798 EDGAR ↗
8/14/2026 D. E. Shaw & Co., Inc. Jun 2026 $210.2B 6,298 EDGAR ↗
Page 3 of 607  ·  12,132 filings
← Prev 1 2 3 4 5 …607 Next →